The Jenkins Financial Team

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Meet the Jenkins Financial Team

We have a diverse team of smart, dedicated and professional individuals. Together, we are committed to providing exceptional customer service to our clients.

 

 
Lindsey R Fessel

Lindsey R Fessel

Director of Operations and Client Service
Office 717-257-4100

Lindsey joined Jenkins Financial in July of 2015, and currently serves as the Director of Operations and Client Service. While much of her time is spent "behind the scenes," she directs the overall flow of business, evaluates the efficiency of business procedures and helps to ensure compliance. She is responsible for researching and implementing new directives for business growth as well as keeping up-to-date on information and technology. She is also responsible for managing the social media presence and visibility of the firm. Lindsey holds her Life, Accident & Health Insurance license.

Lindsey is a graduate of Rowan University, and holds a B. A. of Science in Marketing.

How can Lindsey help you?

  • She manages all new insurance applications and underwriting
  • She assists with questions related to billing, policy loans, beneficiary changes, and other policy management concerns
  • She coordinates the onboarding process for all new clients as well as updates to existing client records
  • She assists in creating your online viewing profile, electing paperless delivery options, and navigating the client website
  • She can help you initiate an insurance claim
 
Jessica Williams-Patterson

Jessica Williams-Patterson

Director of Strategic Development

Jessica joined Jenkins Financial in the spring of 2018 as the Director of Strategic Development. Jessica is responsible for working within the vision of Jenkins Financial to grow the team’s community impact.  She looks for and creates new opportunities to educate clients and help introduce them to Josh to foster long-term financial health. Jessica lives in Lancaster with her husband and two kids. She enjoys anything with her family and being outdoors.

How can Jessica help you?

  • She can schedule your next call or meeting with Josh
  • She plans client appreciation events and education seminars
  • She coordinates personal introductions to the firm through personal and professional referrals

 

 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning

As the Director of Financial Planning, Josh is responsible for plan analysis, plan construction, investment servicing, and portfolio management. He began his career with Northwestern Mutual as an undergraduate in the Pittsburgh network office in 2007. Josh graduated from the University of Pittsburgh with a Bachelor’s of Science in Business Administration with a concentration in Finance. From there, he has taken on multiple roles during his career, including Associate Wealth Management Advisor, Director of Centralized Financial Security and Director of Network Office of Supervision.

Josh earned his CERTIFIED FINANCIAL PLANNER (CFP®) certification and Chartered Financial Consultant (ChFC®) designations. He also holds his Series 7, 66, 9 &10 registrations.

Josh resides in Philadelphia with his girlfriend.  In his time outside the office, he enjoys running, spending time with family and friends, Philadelphia sports, and his chocolate lab.

 
Rachael Marie Ayers

Rachael Marie Ayers

Financial Planning Specialist

Rachael M. Ayers is a Financial Planning Specialist with the Planning Department, supporting financial advisors across the agency to complete comprehensive planning for their clients with her primary focus on the investment platform. Rachael believes her role with the Planning Department is imperative for all advisors she supports, whether working with a brand new advisor or a wealth management advisor with years of experience. Rachael joined the agency in 2011 as a College Financial Representative, performing in the top 3% of all College Representatives nationwide for the 2011-2012 Awards year, and was ranked 8th in the Top Women College Representatives during that time. She is a Team Captain for Alex's Lemonade Stand Foundation charity events within the agency, and is a member of the Diversity and Inclusion Council, which seeks to build a diverse and inclusive workplace.

Rachael graduated Magna Cum Laude with a Bachelors of Science degree in Management and a minor in Marketing from Misericordia University in May, 2013.

 
Stephen W Blumenthal

Stephen W Blumenthal, CLF®, M.Ed.

Director of Marketing

Steve Blumenthal is the Director of Marketing. Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition joining the firm in 2011 and obtaining Recruiter of the Year for the Eastern Region in 2016.  Throughout his career he has honed relationship management skills to build and retain the trust and loyalty of key players and clients. Steve is also a former public school educator and head colligieate coach for over a decade before transitioning into the private sector. 

Steve earned his Bachelor of Arts from West Chester University, his Masters of Education at Immaculata University, is a graduate of the American College and has obtained a CLF® designation and is Life, Accident, Health Licensed in the state of PA. 

Steve oversees marketing efforts such as:

  • Brand Stewardship
  • Digital Outreach
  • Client Insights
  • Public Relations
  • Social Media management
  • Event Management
  • Community Relations
 
Nik Michael Kilmer

Nik Michael Kilmer

Financial Planning Specialist

Nik Kilmer is a Financial Planning Specialist with the Planning Department.  He graduated from Pennsylvania State University where he earned his degree in Economics. He was then an intern in Josh's office!  He has his life, accident, and health license.  He also has his Series 6, Series 63, and Series 7 securities licenses.  Nik helps with planning analysis, portfolio evaluation and research, as well as investment operations and service. 

Nik currently resides in Norristown. In his free time, he enjoys playing golf, watching movies, and following his beloved Philadelphia sports teams.

 
Charlotte K Morgan

Charlotte K Morgan

Financial Planning Specialist

Charlotte Morgan is a Financial Planning Specialist in the Planning Department who works with advisors to help develop financial plans and recommendations for their clients. Charlotte believes that everyone deserves a financial plan and loves walking alongside of advisors and clients alike to find tangible solutions to make a difference. Before rejoining the Planning Department in 2019, Charlotte was a Financial Advisor in 2018 and gained valuable knowledge about the client experience while building her own book of business. Charlotte holds a PA Life Accident & Health License along with her Series 6 and 63. Charlotte is actively enrolled in the American College working towards the ChFC & CFP designations in 2019.

Charlotte holds a B.S. in Business Management and a Minor in Spanish from the Templeton Honors College at Eastern University.

 

Joshua L Jenkins, CFP®, ChFC®, CLU®
Wealth Management Advisor


Jenkins Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck